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NWE · NorthWestern Energy Group, Inc.

$72.29 +0.09 (+0.12%) At close · Jul 28
Market Cap
$4.45B
Shares
61.51M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$72.29 Open$73.00 Day$72.27–73.47 52W$50.31–75.18 Avg vol 30d452K Short int1.6M · 2.6% float · 4.4d Short vol46% Last earningsApr 30, 2026 DataJan 2020–Jul 2026 Filing10-Q · Apr 30

Up next

Next earnings call
Jul 31, 2026 Est · unconfirmed · this week
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed Apr 30, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Neutral
      SellHoldBuy
      Technical Buy Momentum Strong Sentiment Neutral Fundamentals Poor Quant / Vol Very Low
      Market backdrop VIX 18.2 · elevated Equity put/call 0.71
      Technical
      price trend
      Buy
      50 / 200-day cross No cross
      Price vs 200-day avg +6%
      above
      Price vs 50-day avg +2%
      above
      RSI (14) 53
      neutral
      MACD trend Negative
      52-week position 88%
      near high
      Momentum
      relative strength
      Strong
      1-month return −2%
      trailing
      6-month return +8%
      trailing
      YTD return +13%
      this year
      Relative strength 0%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $71 › 200d $68 — 50d above 200d
      Institutional flow Distributing
      85 of 370 funds reported for Jun 30 · net -268.1K sh shares · +7 new
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      2.62% of float · ▲ +9.9% MoM · 4.4 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      370 holders — near 3-yr high, broad support
      Squeeze score 64
      elevated · 0–100
      Fundamentals
      Poor
      Revenue growth +6%
      Y/Y
      EPS growth −19%
      Y/Y
      Free cash flow $-130.0M
      Valuation P/E 26.6
      rich
      Balance sheet $3.3B
      net debt
      Quant / Vol
      risk profile
      Very Low
      Volatility 22%
      annualized · 1-yr
      Max drawdown −10%
      past year
      ATR 2.1%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record

      Latest guidance · from the 8-K filed Apr 30, 2026
      Earnings guidance per diluted share · 2026 Initiated $3.68 – $3.83
      prior FY $2.94 midpoint +27.7% Y/Y
      Guided vs delivered · last 1 settled
      Earnings guidance 2025
      guided $3.53 – $3.65
      $2.94 Miss −18.1%

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Buy
      1 · 2 · 3
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +6% Bullish
      Price vs 50-day avg
      +2% Bullish
      RSI (14)
      53 Neutral
      MACD trend
      Negative Bearish
      52-week position
      88% Bullish
      Market signals — smart money & positioning
      Bearish · 2 of 6
      Trend (MA cross) No cross
      50d $71 › 200d $68 — 50d above 200d
      Institutional flow Distributing
      85 of 370 funds reported for Jun 30 · net -268.1K sh shares · +7 new
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      2.62% of float · ▲ +9.9% MoM · 4.4 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      370 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      52-wk low $50 Now $72 · 88% 52-wk high $75
      vs 200-day avg +6% vs 50-day avg +2%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      quarterly dividend per share $0.67 First Quarter 2026
      5-year capital plan $3.2B 2026-2030

      Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      Versus peers

      Utilities - Regulated Electric — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      NWE
      NorthWestern Energy Group, Inc.
      this stock
      $4.45B +13.1% +6.4% 26.6 2.6%
      NEE
      Nextera Energy Inc
      $185.24B +12.2% -7.1% 22.6 2.5%
      SO
      Southern Co
      $109.10B +11.9% +10.6% 24.8 3.2%
      DUK
      Duke Energy CORP
      $100.76B +11.2% +35.1% 19.8 2.3%
      NGG
      National Grid PLC
      $81.29B +4.5% 0.1%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Reducing
      Holders
      372
      % held
      91.1%
      Reported
      85 of 370
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      360
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      1.6M
      Days to cover
      4.4d
      Change
      +145.1K sh
      View
      Short Volume
      Short vol %
      46%
      As of
      Jul 28, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      172
      Value
      $12.5K
      As of
      Jun 30, 2026
      View
      Off-Exchange
      Off-exchange %
      42.3%
      Week of
      May 4, 2026
      Off-exch Lit
      View
      Smart Money
      Congressional Trades Buy
      Member
      Gilbert Cisneros
      Amount
      $1.0K–$15.0K
      Traded
      Mar 3, 2026
      View
      Financials
      Financials
      Revenue (FY)
      $1.6B
      Net income (FY)
      $181.1M
      EPS diluted
      $2.94
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      Jun 22, 2026
      This year
      13
      View
      Proposed Sales
      Value
      $136.3K
      Shares
      2.3K
      Filed
      May 2, 2025
      View
      Earnings & Events
      Earnings Calls
      Last call
      Apr 30, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      NWE +0.6% -1.5% +7.9% +0.9% +13.1%
      SPY -1.0% 0.0% +7.4% -0.8% +8.6%
      vs SPY +1.6% -1.5% +0.5% +1.7% +4.5%

      Capital returns

      Latest dividend
      $0.67 / share · ex Jun 15, 2026
      Raised 1.5%
      Paid (TTM)
      $2.66 / share · 4 payouts
      Dividend yield (TTM, derived)
      3.68%

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 1993004 CUSIP 668074305 13F (30d) 82 filings 81 filers Visit website Investor relations